Package
The
Package
tab contains instruments of international traffic (e.g. containers, cartons, pallet) information associated to a shipment on an invoice. As with other tabs, the Package
tab contains features to aid the user with navigating Package-related records (scroll bar, page size, etc.).
Add Package Record
To add a package, click
Add New Record
.
Clicking
Add New Record
will bring up a blank Edit
pop-up. Enter package-related details into the fields of the pop-up.To save the record and keep the pop-up open for further editing, click
Save
.To save the record and close the pop-up, click
Save and Close
.To drop all changes without saving, click
X
.Edit Package Record
To edit an existing package, choose a record to edit and move the cursor to the corresponding downward arrow. Once the options menu appears, click
Edit
.
Clicking
Edit
will open the Edit
pop-up. Make all necessary changes.To save the record and keep the pop-up open for further editing, click
Save
.To save the record and close the pop-up, click
Save and Close
.To drop all changes without saving, click
X
.
Copy Package
To copy an existing package record, choose a record to copy and move the cursor to the corresponding downward arrow. Once the options menu appears, click
Copy
.
A confirmation pop-up opens, prompting for confirmation of the copy action.
Click
Cancel
or X
to return to the Equipment
tab without a copy.Click
OK
to confirm the copy, creating a duplicate record in the Equipment
tab.
Delete Package
To delete an existing package record, choose a record to delete and move the cursor to the corresponding downward arrow. Once the options menu appears, click
Delete
.
To remove the record, click
OK
in the confirmation pop-up.To cancel the deletion and close the pop-up, click
X
or Cancel
.
Sorting Package
To sort package records, choose a column to sort and click the column header. Click once to sort in ascending order.
Numerical values will precede alphabetical values.
Filter Package
To use the advanced filter options, click
Show/Hide Filter
.
A field will appear in the bar above each column header. Choose a column to filter by and enter a value into the field. Click the filter button to the right once a value is entered.
Choose a filter option. Filter options may vary depending on the column type (alphanumeric, numeric, etc.).
Multiple columns can be filtered at the same time to further refine a search.
Related Content
-
Export Invoice Management
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